When 90% of Donors Use Advisors with Estate Planning...

Photo credit: my iPhone overlooking Keuka Lake in Hammondsport, NY

..that creates the environment where advisors are crucial for #nonprofits as individual #donors and households choose to include a #charitable #gift in their #EstatePlan.

In recognition of National Estate Planning Week, I want to take a moment to acknowledge the #financial, #legal, and #philanthropic#advisors in our midst. 

Since my first experience with a #community #foundation as a team member, I have seen positive results from engaging professional advisors on behalf of #organizations.

Because their influence and counsel has a profound effect on donors, it is in our best interest to acknowledge their roles and to empower them with materials to demonstrate how #gifts are managed, recognized, and provide outcomes from any investment in #programs and services. 

====> Side note: many advisors are knowledgeable about #endowments.
 

[Photo credit: my iPhone overlooking Keuka Lake in Hammondsport, NY]